Synergy Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-265	Closed	-$29.4K	–	326
2025 Q1	$29.4K	Sell	265 -127	-32%	-$14.1K	0.01%	273
2024 Q4	$51.1K	Buy	+392	New	+$51.1K	0.02%	236